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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,574 | $183,539-69.7% | $155,556-64.3% | $145,897-61.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.27% | 61.31%-50.0pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,546 | $5,315-33.3% | $4,675-24.2% | $4,663-24.0% |
| Participant deferral / active EE | $4,478 | $6,467-30.8% | $5,631-20.5% | $6,689-33.1% |
| Admin fee / account holder | $5,426 | $19,275-71.8% | $15,885-65.8% | $13,390-59.5% |